Keep the context
Link a task to a client, training program, meal plan or check-in to find the relevant follow-up.
Coach tasks and reminders
Your next follow-ups deserve more than a sticky note.
A check-in to review, a program to adjust, a renewal to prepare: keep your actions in one place and choose when to receive a reminder.
Your tasks and clients in the same workspace.
Your coach workspace
My next actions
No tasks completed
A clear action for every next follow-up.
Free up some headspace while staying in control of what you have planned for your clients.
Prepare your follow-ups
Plan a check-in or a renewal, and get reminded on the date you choose.
Get the right reminder
Set a reminder for yourself by email, push notification or in your inbox.
The right task, at the right time.
Already know what needs doing on Friday? Write it down now, with the reminder that suits you.
- Describe the action and link it to the relevant follow-up.
- Choose the date and time for your reminder.
- Receive the notification through the channels you selected.
My reminder
Review Camille’s check-in
- Client
- Camille
- Reminder on
- Friday, 12 pm
- Remind me
- Friday, 9 am
- Recipient
- Me, the coach
Choose your reminder channels
Reminder preview
Friday at 9 am, a reminder for you via: Email, Push.
One task, all its context.
“Follow up” is not always enough to pick up where you left off. Link your task to the client and relevant content to know exactly what you planned.
- Link the relevant client to your action.
- Add a training program, meal plan or check-in when useful.
- Find that information before taking action.
Every task has its context
Linked context
Review Camille’s check-in
ClientCamille
Check-inWeekly progress check-in
From “I need to remember” to “done”.
- 1 / 3
Note the next action
Create a task and link the relevant client or content.
- 2 / 3
Set your reminder
Choose the date, time and channel of your reminder.
- 3 / 3
Take action
Complete the planned follow-up and mark your task as done.
Works with
Keep your coaching organized.
Your questions
How tasks work.
What actions can I organize with tasks?
You can note an action such as reviewing a check-in, adjusting a training program or preparing a renewal conversation. You create the task, choose your reminder and the channel.
Can I link a task to a client?
Yes. A task can be linked to a client, as well as a training program, meal plan or check-in to keep its context.
Who receives the reminder and through which channels?
Task reminders are for the coach. You can configure email, push notification and inbox channels to suit your needs.
Do tasks automatically follow up with my clients?
No. You can create a task to prepare a renewal or contact a client, and receive a reminder. You carry out the sales conversation yourself.
How are tasks different from appointments?
A task reminds you of an action to complete. An appointment reserves time for a conversation with a client. Fit’Distance also has an appointment booking module to organize those time slots.
Keep your next actions in sight.
Bring your tasks together with client tracking and set the reminders that support your daily work.
- ContextThe relevant client or follow-up
- A reminderThe date you choose
- Your remindersEmail, push or inbox